Officetalk: Software & Licences
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Officetalk - Contact Management 5 User verion from £345.00 + vat - Please ask for a demo.
Contact management features
OfficeTalk's Company view consists of a Contact Group window, a Company window and a Details window. The Contact Group window shows all contact groups to which you have at least visible access. When you first enter Contact mode, the All Contact Group is open by default, giving you access to company records that are public. The Company Window contains fields for a company's full address, phone and fax numbers, and any custom fields you choose to show. The Details window contains several tabs, giving you access to the company's employees, its contact history, and a list of pending tasks, appointments, and meetings with the company.
Shared Contact History
OfficeTalk stores, against a particular contact, all communications, including sent and received emails, letters, faxes and conversations, that any user has had with that contact. This information is then made available to any user, with sufficient access, in the History tab of the selected contact or company. OfficeTalk also provides a powerful way of searching the entire history of communications that have been held between all users and all contacts, giving a very useful management overview of the history of communications between your organization and others.
Contact/Company structure
Most personal information management systems (PIMS) like ACT! and Outlook do contact management the wrong way for companies that have customers, suppliers and partners with multiple contacts. They require you to create duplicate company information for each contact record. So your business is not only wasting time but also is unable to clearly see all the relationships and records tied to a particular customer, supplier or partner. This poor design is sure to cause inefficiencies by forcing your employees to dig for information scattered throughout your customer database.
OfficeTalk was designed the right way by allowing you to create a single company record with separate records for each contact linked to it. Then, all the calendar entries, tasks, emails, documents, notes, conversations, etc. are linked to the company and individual contacts. It's the same way that top-tier enterprise CRM applications like Siebel, PeopleSoft and SAP are designed, but OfficeTalk is much easier to use and is a fraction of the cost.
While OfficeTalk offers a highly robust set of standard features, we also realise that every business is unique. That's why OfficeTalk's contact and customer relationship management (CRM) mode has loads of customisable features. For example, OfficeTalk's flexible transactional note, the "Conversation", can be quickly tailored using straightforward customisation to provide simple Opportunity and Issue management that is specific to your business.
In fact, OfficeTalk is so simple and flexible you'll have it tailored to your business or workgroup in no time. If your requirements are more sophisticated, you will find layout controls, customisable HTML tabs and a full application programming interface allowing you to extend and integrate OfficeTalk in any way imaginable.
Along with a superbly designed company and contact relationship architecture, you'll find every feature your company will ever need in OfficeTalk's relationship management, complete with excellent scaleability and full security. A few of OfficeTalk's relationship management features are listed below:
- Public or private companies & contacts
- Multiple addresses per company
- Multiple contacts per company address
- Multiple centrally held email, fax & phone details per contact & company
- Company, Contact, Directory & History views Active search & retrieve of companies or contacts
- Create unlimited user-defined contact groups for merges or categorizing
- Companies & contacts can belong to multiple groups
- Store notes & attach files against companies & contacts
- Document templating, creation & archiving by company and contact Create custom fields against companies and contacts
- Email creation & archiving by company and contact
- Assign follow-up tasks directly with links to company and/or contact
- Automatic tracking of status of follow-up tasks
- Automatic mail-merging into word-processor
- Automatically store all communications as transactions for centrally held contact history
- Simple opportunity and issue tracking Automatic dialing
- Search, sort, group & filter contacts, companies & contact histories
- Store searches and filters for re-use
- Dynamically filter contacts, companies & history
- Sync contacts, companies & conversations with Palm
5 User verion from £345.00 + vat - Please ask for a demonstration. - Full Price List
